Back to OZKAP
Sowell Financial Services LLC → OZKAP
Sowell Financial Services LLC OZKAP Position History
Bank OZK • Financial Services
Quarters held
5
Latest value
$2M
Q3 2026
Peak value
$2.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.9M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2.2M |
| Q3 2026 | $2M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 43.6K | — | — |
| Q3 2026 | $2M | 43.6K | — | — |
| Q2 2026 | $2.2M | 41.8K | — | — |
| Q1 2026 | $1.8M | 39.7K | — | — |
| Q4 2025 | $1.9M | 40.9K | — | — |
Other funds holding OZKAP
$379.2M
$319.6M
$316.5M
$316.5M
$281.7M
$281.1M
$244.6M
$168.4M